LEGACY PLATFORM

Professional approach with personalised attention

A customized experience, tailored to perfection with personal attention.

 

Apart from being highly-knowledgable, fact-based and non-intimidating, one distinct factor that makes our consultants different is their 'you-focused' attitude. Everything they do are customer-centric and perceived from your point of view and made favourable to you.

here, you don't have to look elsewhere

 

At Legacy-iNTEGRATE platform, we are able to provide an entire spectrum of financial management tools for individuals and corporates. Legacy-iNTEGRATE service enable our clients to gain access to unlimited resources and allowing global exposure of financial expertise.

yes, you'll be spoilt for choices

 

As one of the widest product range platform in the industry, Legacy is currently has access to more than 30 local insurance companies, more than 200 investment funds and access to accounting and legal professionals. Not to mention our global exposure to numerous financial institutions and access for setting up at different jurisdictions.

Product Range

Research

to get the best, you'll need the best

 

Legacy Advisory has dedicated teams running every division by giving the best R&D results for our clients. Our support includes product analyses, case studies and concept development. Our dedicated team enables Legacy advisers to solve complex cases in our own unique manner.

professionals trained for competence

 

Our financial adviser representatives are trained professionally and are approved and licensed by Bank Negara Malaysia, Securities Commission Malaysia and FIMM to provide financial and investment advice.

Expertise

ACCESSIBILITY

one hub, multiple access

 

Consolidation and information acces had never been easier. Use Legacy as your central source of financial information so that more holistic financial decisions can be made. With most of our services being available online, you are practically a click away from viewing your financials anytime, anywhere.

LEGACY ADVISORY SDN BHD

LICENSED FINANCIAL ADVISERS

 Financial Advisers Licensed by Bank Negara Malaysia

CMSRL Licensed by Securities Commission

CUTA Licensed by Federation of Investment Managers Malaysia

© 2014 by Legacy Advisory Sdn Bhd. Unauthorized distribution of the contents of this website is strictly prohibited